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Teach and Retire Rich - The podcast for teachers, professors and financial professionals

Teacher Dan Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich - The podcast for teachers, professors and financial professionals
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Jun 18, 2017

An AXA 403(b) was not music to the ears of Elementary music teacher and his teacher wife. They have successfully moved to a lower cost option. 

 

403(b)wise

Meridian Wealth Management

May 1, 2017

Scott helps Dan and his wife consolidate their many retirement savings plans from past and present employers. 

 

403(b)wise

Meridian Wealth Management

Apr 9, 2017

Dan interviews a New Jersey teacher and his wife who are getting their financial lives in order. They discuss tackling debt, sharing money management duties, working multiple jobs, and, of course, being stuck with a bad 403(b).

 

403(b)wise

Meridian Wealth Management

Mar 28, 2017

David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.

Key takeaways:

  • Professors give themselves a "B"
  • One third feel like beginning investors
  • Three in ten unsure how retirement savings are invested

Retirement Readiness Survey for Higher Education Professionals

403(b)wise

Meridian Wealth Management

Mar 13, 2017

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: EBSA.FiduciaryRuleExamination@dol.gov. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

403(b)wise

Meridian Wealth Management

 

Mar 4, 2017

We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts. We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state.

 

Matthew Lesser

403(b)wise

Meridian Wealth Management

Feb 19, 2017

Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are taking to save better, and they have questions about saving for college. 

 

Saving for College

403(b)wise

Meridian Wealth Management

 

Beer

Misty Mountain IPA by Back East Brewery of Bloomfield, CT

Hurricane Kitty by Keegan Ales of Kingston, NY

Saturday Morning Cartoons Breakfast Cereal Milk Stout by Brew Rebellion of San Bernardino, CA

Double White by Marble Brewery of Albuquerque, NM

Jan 28, 2017

In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more than $100,000 in 2015. In this episode, Ed describes how he and his family did what many dream of doing. 

Millionaire Educator

Accessing money prior to age 59 1/2

Roth conversion

403(b)wise

Meridian Wealth Management 

 

Nov 27, 2016

Mellody Hobson, president of Ariel Investments, and one of the most impressive women in finance, talks Cubs baseball, investments, the power of internships, and other really cool topics.

Ariel Investments

TED Talk: Color blind or color brave?

Vanity Fair interview with Mellody

Ariel Community Academy

Nov 13, 2016

Scott interviews retired teacher and reform advocate Steve Schullo about Los Angeles Unified School District's award winning 457(b) plan. They discuss what the 457(b) is, how it is different than a 403(b), how it is similar to the 403(b), and how Steve's work led to a strong plan for LAUSD employees. 

What is a 457(b)?

LAUSD 457(b) Plan

FinCon

Steve Schullo

Oct 27, 2016

Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times stories in a series on public 403(b) plans. They also take on the teacher bashing expressed in some of the comments to these stories. 

Think Your Retirement Plan Is Bad? Talk to a Teacher

An Annuity for the Teacher — and the Broker: A look inside the high-pressure job of selling workplace annuities to public schoolteachers

Claymation: What do a fox, a wolf, and sheep have to do with the 403(b)?

A Teachable Moment

“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” — Upton Sinclair 

 

Oct 13, 2016

Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond academia. 

From PhD to Life 

403(b)wise 

Meridian Wealth Management 

Sep 18, 2016

We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at the powerhouse Ritholtz Wealth Management firm.

Dina strives to provide clarity and common sense to demystify the “jargon” of the financial world, so that investors stop feeling intimidated or inadequate when considering their financial planning options.  

Tony is a former teacher who gets it. He saw first hand the abuses in the 403(b) world. While the profession lost a great classroom teacher, it gained a strong 403(b) advocate. 

Ritholtz Wealth Management Team

A Teachable Moment

Joe Strummer 

Subscribe to the Teach and Retire Rich podcast

Aug 31, 2016

We interview one of the unsung heroes of the 403(b) world: Ed Derman, retiring Deputy Chief Executive Officer of the California State Teachers Retirement System (CalSTRS). Ed discusses the work he has done on behalf of teachers in the state of California. 

CalSTRS

403(b)compare

 

Aug 11, 2016

We discuss recent class action lawsuits filed against Duke, M.I.T, N.Y.U., Penn University, and Vanderbilt University, and Yale University for excessive retirement plan fees. 

 

M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees

Jul 27, 2016

We talk 403(b) Church Plans with Chicago area rabbi Evan Moffic of the Congregation Sole.

 

Rabbi Evan Moffic

Reform Pension Board

IRS Church Plan Information

403(b) Shark Attack

 

Jul 13, 2016

Mark Eichenlaub, a 7th grade teacher in Illinois, discusses how he was able to get his employer to add a quality, low-fee vendor. 

 

Prosperous Teachers

Teach and Retire Rich

403bwise.com

Meridian Wealth Management

Jun 28, 2016

Inga Chira brings a unique perspective to the Higher Education market. She is a professor and a CFP®. In episode 31 she talks to us about teaching and saving in higher ed. 

 

Attainable Wealth

Teach and Retire Rich

403bwise.com

Meridian Wealth Management

 

 

Jun 12, 2016

In episode 29 high school social science teacher Dustin Voss talked about teaching financial literacy at Fenger Academy High School in Chicago, Illinois. In this episode, two of his students share what they have learned in his class. 

Jun 1, 2016

Dustin Voss began teaching in 2007 in Chicago Public Schools. After his first year of teaching at South Shore School of Technology, he was laid off and did a year of substitute teaching. in 2009 he was hired at Fenger High School and has taught civics, personal finance, entrepreneurship, and other social science classes since. He has a masters degree in curriculum and instruction and achieved National Board Certification in 2013. 

May 25, 2016

Debby Karton of IPPFA Benefits helps employers move to a single vendor.

May 5, 2016

Dan's daughter Lily discusses the process of choosing a college. She also offers tips for high school kids just starting this process.

Apr 21, 2016

Scott and Dan discuss how two groups — The NTSA and the NEA — make saving for retirement harder for teachers. They also discuss the redesign of 403bwise.

Apr 7, 2016

Retired teacher Steve Schullo and host Dan Otter share what is was like to lose a spouse. They also discuss the financial implications of losing a loved one.

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